Sentences with phrase «regular meetings with clients»

• Originate, file, seal and process mortgage loan requests • Educate the borrowers regarding federal mortgage lending policies • Implore further mortgage business via maintenance of a strong network of referrals • Implement federally issued mortgage regulatory policies and guidelines • Process all underwriting processes proficiently • Hold regular meetings with clients, attorneys and bank administration for discussing progress and status of mortgage loan applications • Answer client queries regarding application progress to ensure delivery of high quality customer care

Assisted in setting up and running regular meetings with clients either in the firm's office or at client locations.

Attended regular meetings with clients, engineers and contractors to meet the goal of projects

Conducted regular meetings with clients to ensure all documentation was correct and client satisfaction was continually maintained

Not exact matches

Deloitte's offices are purposefully designed to foster interaction through communal meeting spaces that bring employees together on a regular basis to meet with clients, brainstorm new ideas and facilitate internal trainings.

Morgan Stanley has been clearing Bitcoin futures contracts for big institutional clients and convenes a regular meeting of executives to consider how else to engage with cryptocurrencies, Chief Financial Officer Jonathan Pruzan said.

In the time it takes major dating sites to recognise the increased importance of using photos to help build up a client profile, daters will turn to social media sites such as Instagram, either creating a separate «dating» Instagram account — one they are willing to share with random people they meet online — or share their own regular Instagram account to help tell the story of who they are.

We provide our clients with quarterly performance reporting, regular meetings, financial planning, and ongoing financial advice.

Keep in mind the following to keep them happy: exceed expectations and be easily available; always put your client first — drop everything to be there for them; don't forget to book in regular face - to - face meetings to maintain a good relationship, and be easy to deal with and provide service with a breeze.

We meet with our clients on a regular basis (as schedules allow) to review the campaign and ensure we are always on target toward meeting your objectives.

We meet with clients on a regular basis to review their marketing campaigns and ensure we are always on track toward meeting (and exceeding) your expectations.

They conduct regular in - person meetings (as our clients» schedules permit) to review marketing campaigns, and they always just a phone call or email away whenever you need to reach out with questions or concerns.

We deliver personalized service that includes regular in - person meetings with our clients.

We meet with clients on a regular basis (as schedules allow) to review the progress of their marketing campaigns, and we are always available whenever there are questions or concerns that need to be addressed.

They provide personalized service to our clients, with in - person meetings on a regular basis to discuss the progress of your marketing campaign.

Those gathered at Mont Tremblant in February agreed lawyers as a profession need to do a better job in their initial meetings with clients, and acknowledged the need to improve their understanding of what clients want, identifying the critical role that clear and regular communications play in clarifying and managing expectations.

Depending on your practice area, you might find yourself traveling on a regular basis to meet with clients, take depositions, or argue motions in various courts across a state.

The mentoring program pairs a mentor with a new (5 years or less) lawyer (the mentee) to meet on a regular basis and discuss: the decision — making process about managing a practice, important factors to consider when accepting a client, client communications, handling difficult clients or opposing counsel, and work — life balance issues.

You will also be required to meet with clients on a regular basis.

We assist clients with their HR legal spend by providing on - going skills transfers to their HR and management teams through our «route map» strategy meetings, lessons learned reports, and regular employment surgeries, in addition to our highly regarded client training, using both on - site and web - based learning.

The training gets an A in the Legal Cheek Trainee and Junior Lawyer Survey 2017 - 18, with insiders reporting «regularly being taken to client meetings, mediations and court» and «superiors [who] are very good at making sure that I get out the door at a decent time on a regular basis».

Morgan Stanley has been clearing Bitcoin futures contracts for big institutional clients and convenes a regular meeting of executives to consider how else to engage with cryptocurrencies, Chief Financial Officer Jonathan Pruzan said.

Experience needed for the role include; * *** 6 months plus experience within Recruitment or Resourcing (Open to Sector) *** * Ideal for a Recruitment Resourcer or Business Development Consultant that wants a 360 role or a very good company to work for * A driving license and car to attend client meetings * Good team player * Very good, professional telephone manner * Ability to manage clients and candidates * Ability to manage time and organise working day * Very ambitious with the desire to earn highly About the Benefits: * Salary # 20,000 - # 24,000 DOE * Monthly uncapped commission * Attendance allowance * End of year bonus opportunity * Profit share * Ongoing incentives and competitions * Regular team building activities * A day fully paid to assist a charity of your choice * 24 days annual leave, plus a day off for your Birthday!

The role includes networking with school leaders, arranging regular client meetings to build and develop relationships and win business.

Duties include: - Account manage large contracts, developing stronger relationships Ensure all shift and requirements (including last minute) are covered Maintain regular contact with Drivers; confirm availability, booking out and any additional information Deal with incoming Candidate queries (holiday requests, payroll issues, accident reports) Attend and lead team meetings Meeting, greeting and completing face to face inductions and telephone assessments Ensure candidate eligibility and compliance (ID, Right to Work, DVLA Checks, Certificates and Qualifications) The unwavering reputation of my client as one of the most honest and reliable recruitment services — never compromising on quality — has continued since its establishment over 25 years ago.

Coordinated and conducted regular meetings with the firm's credit committee to review and analyze delinquent clients.

Because working with a local writer is important, we make regular trips to our Louisville office to meet clients in - person.

Everyday duties and responsibilities will include: • Candidate resourcing through various job boards • Answering phones, fielding calls and taking messages • Candidate registrations • Formatting of candidate CV's, creating job adverts and updating relevant websites as and when required • Dealing with clients and candidates, updating their records on the in - house database • Regular inter-office contact (2 other offices — Reigate and Epsom) • Any other office support duties requested by the Manager / Director Skills and experience required for the role: • Proven admin support experience — ideally experience of working within Recruitment or HR, this is not essential though • Excellent IT skills • Outstanding communication skills both verbally and written • Ability to multitask and meet deadlines Unfortunately, due to the high volume of applications, we are only able to contact short - listed candidates

Apart from this, they also do duties of analyzing organization's accounts, profit - loss sheets and maintaining a record of cash flow information and conducting regular meetings with managers and stock brokers for deciding the best investment schemes that guarantee good profits for clients.

• Assess each assigned client to determine his or her needs for community rehabilitation and inclusion • Create and implement individualized plans to meet the requirements of each client • Meet with each client on a regular basis to identify and discuss any problems or issues • Provide support and advice through well - placed counseling services, in a one on one or group sessions • Refer to clients to appropriate specialists or community agencies, depending on their individual requirements • Act as an advocate of assigned clients, in front of families and government departments • Ascertain that the residential facility is conducive to clients» wellbeing and health • Intervene in crises situations, placing special focus on clients» safety and emotional wellbmeet the requirements of each client • Meet with each client on a regular basis to identify and discuss any problems or issues • Provide support and advice through well - placed counseling services, in a one on one or group sessions • Refer to clients to appropriate specialists or community agencies, depending on their individual requirements • Act as an advocate of assigned clients, in front of families and government departments • Ascertain that the residential facility is conducive to clients» wellbeing and health • Intervene in crises situations, placing special focus on clients» safety and emotional wellbMeet with each client on a regular basis to identify and discuss any problems or issues • Provide support and advice through well - placed counseling services, in a one on one or group sessions • Refer to clients to appropriate specialists or community agencies, depending on their individual requirements • Act as an advocate of assigned clients, in front of families and government departments • Ascertain that the residential facility is conducive to clients» wellbeing and health • Intervene in crises situations, placing special focus on clients» safety and emotional wellbeing

Highlights Create and maintain the schedules of several executives, utilizing their preferred applications Master of Office Management: support high level executives while simultaneously keeping the office running smoothly and efficiently Superior customer service and problem - solving skills Schedule meetings and make travel plans Compose and send various documents and emails for executives Gather research data and assemble documents and presentations Maintain updated client files Excellent communication skills Experience Executive Assistant 2/1/2011 — Present Ace Company — Teller, GA Coordinate all daily activities for the office while providing exemplary support to the chief executives Schedule regular executive meetings and appointments Employ sleuthing skills to research and collate data for presentations, reports and other documents Collaborate on projects and presentations with other employees utilizing Any.do Maintain the company's social media platforms to develop greater brand awareness Keep client files organized and revised when needed Ensure order around the office by managing regular cleaning of the space

Schedule clients to meet with lawyers on a regular basis.

• Create list of possible clients and communicate with them by calling or emailing to them • Follow up on leads to generate further interest in the company's products and services • Write proposals and assist in the development of marketing literature • Educate clients on new technologies and services by clearly articulating their benefits • Develop and implement both long term and short term strategies for business expansion • Assist in the development of marketing materials such as brochures and banners • Schedule meetings with potential clients and attempt to convince them to invest in the company's products or services • Maintain regular contact with clients to ensure that they are kept in loop about the company's progress and additional services

Graduate Trainee Recruitment Consultant - The role: The role of a consultant is essentially sales - focussed and on a daily basis you can expect to be doing any of the following: - Building long term relationships with both candidates and clients - Calling already established, warm accounts to maintain already existing relationships with contacts - Networking and generating business from cold clients - Meeting face to face with clients - Screening new candidates over the telephone and face to face Graduate Trainee Recruitment Consultant - Rewards & Benefits: - Competitive salary package (1st year OTE # 30k +)- Uncapped commission structure - A structured training programme - A clear pathway for quick progression - 22 days holidays per annum (rising by one per year up to 30 days in total)- Free Bupa cover after one year's continuous service - Monthly Fizzy Fridays and regular team nights out - Entry onto our Vennture Points reward scheme The characteristics we are looking for in our next Graduate Trainee Recruitment Consultant: - A highly motivated team player - Someone who is able to think on their feet - Money motivated & driven by success - Tenacious and hardworking What you will need: - A degree in any discipline or previous sales experience - Excellent communication skills - A willingness to learn and continuously improve - The ability to thrive in a fast - paced agency setting Venn Group is a leading recruitment consultancy established in 2001 that specialises in providing high - calibre temporary and contract solutions to both the public and private sector in a number of different fields including Engineering, Finance, Housing, HR, IT, Legal and Strategic Services.

You will be seeking new opportunities while working with existing clients to deliver exceptional service throughout the North of England with a large proportion of your time spent on business development with new (warm) and existing clients by the way of networking, cold calling & client meetings, along with regular advertising to attract new candidates using various means such as job boards, job centres, websites and social media.

The rewards: - Competitive salary package (1st year OTE # 30k +)- Uncapped commission structure - A structured training programme - A clear pathway for quick progression - 22 days holidays per annum (rising by one per year up to 30 days in total)- Free Bupa cover after one year's continuous service - Monthly Fizzy Fridays and regular team nights out - Entry onto our Vennture Points reward scheme Who we are looking for: - A graduate with a 2:2 or above in any degree discipline - A highly motivated team player - Able to think on your feet - Money motivated & driven by success - Tenacious and hardworking - Excellent communication skills - A willingness to learn and continuously improve - The ability to thrive in a fast - paced agency setting The role: - Building long term relationships with both candidates and clients - Calling already established, warm accounts to maintain already existing relationships with contacts - Networking and generating business from cold clients - Meeting face to face with clients - Screening new candidates over the telephone and face to face If you can picture yourself working as a Graduate Associate Recruitment Consultant at Venn Group, please apply now so we can contact you with further details!

Within this varied role, you will cover all sales and administration relating to recruitment such as: Generating sales leads through cold or warm leads Management of your Client Accounts Sales meetings and presentations Resourcing and validation of candidates for relevant roles Developing relationships with candidates and provide them with constructive criticism and guidance with the aim of securing them their next position Business networking to further spread the employers brand, as a trusted and reliable recruiter Keep all database records complete and up to date in line with company requirements Regular attendance of clients visit and industry events I like it, tell me more!

Brand Marketing and Promotional Design — Selected Duties and Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while developing brand promotion strategies through the tactical assessment and analysis of target markets, clients, and consumers Manage all aspects of publication and promotional media design, including content development, pre-promotional material utilization, budgetary considerations, and deadline adherence Monitor all campaigns from initiation to completion, executing changes and modifications as needed to ensure program success Provide guidance and leadership with respect to marketing campaign strategy development, benchmarking, implementation, post-execution analysis, theme development, and process optimization Measure the success of marketing initiatives using data and related key metrics, ROI considerations, and related data, ensuring the maximization of competitive abilities while providing regular and ad - hoc reporting to both and clients Partner with advertising operations and other teams as needed to troubleshoot delivery issues and optimize campaign performance within the limits of available material and resource inventories as well as related logistical concerns Utilize talent among team with focused collaboration and the promotion of a performance - based environment leveraging individual talents for group benefit, soliciting creative materials from internal teams and external agencies per established specifications Screen and test submitted materials to ensure compliance with technical considerations and client specifications Address key client queries and resolve them in an expedited manner while communicating status updates across all teams, promoting sustained revenue growth through client retention, relationship development, and program success Meet and exceed all marketing targets while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, and the respective marketplace, including pricing and regulatory trends, client requirements, competitor strategies, and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to ensure client satisfaction, timely implementation, and operational efficiency

RMB GROUP A Division of MF Global Inc., Chicago, IL Account Executive January, 2009 — Present • Establish and maintain relationships with clients located throughout the world in an effort to meet their investing needs as a full service, commodities, equities, and options broker • Solicit futures and securities trade recommendations, based on extensive technical and fundamental research, to customers through phone conversations, in - person meetings, and the regular production and distribution of a trading newsletter • Assist in the growth and management of an international client listing through regular correspondence with customers

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Information Technology Security Manager — Duties & Responsibilities Manage IT security, customer service technicians, assets and finances, and client training Responsible for ensuring that multiple IT groups meet finance, audit, and compliance requirements Serve as primary point of contact for customer contracts, technical support, and end - user training Utilize interpersonal and technical skills as liaison between clients, technicians, and subcontractors Train large staffs ensuring they understand the brand and adhere to corporate policies and procedures Oversee the implementation of asset management processes and procedures Coordinate activities with desktop leads to ensure SOX compliance Validate asset information, manage defect reports, and submit correct action recommendations Design and implement enterprise - wide security protocols, mainframe / pc policies, & software / hardware packages Collaborate with department managers to identify and address security concerns through IT Security policies Reduce corporate information ricks through implementation of sensitive document control processes Utilize RACF and Windows / LAN measures to greatly improve user, administrator, and application security Establish and oversee regular system security audits for employers and clients Author and present added value reports, optimization reviews, and overall audit presentations Enhance employee productivity and accountability through the implementation of firewall and tracking software Perform all duties with positivity, professionalism, and integrity Consistently recognized and promoted for excellence in team leadership, customer service, and technical skills

Passports and Consular Officer — Customer Service Duties & Responsibilities Deliver on - site support to all departments and coordinate all daily business efforts through effective collaboration and communication with team members while providing and ensuring a high - quality customer service experience Track, file, and view important documents, applications, information and records on a daily basis, organizing and maintaining sensitive files in an efficient and organized manner Develop and employ a working knowledge of related procedures, regulations and legal applications with respect to the administration of organizational services Act as a liaison between all interested parties to ensure effective information flow, exceptional customer service, efficient operations administration and timely issue resolution Prepare various materials as well as manage all data and information with the utilization of various software applications, including word processing, database and spreadsheet programs Collaborate in the execution of various operational aspects, including statistics management, information exports and backups, and regular records updates Support various reception functions, including acting as first point of contact to guests as well as ensuring the placement of accurate and up - to - date information related to services and fees throughout reception area Address and resolve client queries and issues in a timely manner, researching all topics thoroughly for complete solutions Provide translation and interpretation services as needed to on - site and Australia - based staff in relation to complex consular matters, including official meetings and functions Maintain security of and access to sensitive information, systems and other data Provide phone coverage as needed as well as manage various forms of critical correspondence Assist mid - and senior - level management with various other duties as assigned to facilitate efficient administrative and business operations

Client: Foundation Coordinator, the DeShawn Snow Foundation, Inc. (04/2005 — 07/2005) • Developed, planned, and implemented comprehensive monthly and summer programming for girls ages 11 — 17 • Coordinated and facilitated quarterly board of directors meetings to outline foundation budgets, sponsorship needs, and fundraising activities • Ensured operational compliance for the foundation under critical state 501c3 rules and regulations • Researched and identified federal grant and corporate funding opportunities for related foundation programming needs • Established corporate - and community - based relationships for partnering opportunities through both regular donations and in - kind support • Planned and developed annual «Empower Me» Camp for 300 girls throughout Metro Atlanta, organizing and authoring all programming for self - esteem workshop topics and arranging for the presence of both professional and celebrity facilitators • Identified and selected daily guest motivational speakers to address key issues facing youth while meeting and collaborating monthly with foundation staff, partner personnel, guest speakers, workshop facilitators, and volunteers

* If your home doubles as your office, you must meet one of two CRA requirements to qualify for deductions: either your home office must be where you principally perform your duties of employment, or it must be exclusively used to earn employment income and used on a regular basis for meetings with clients, customers or patients.

Meet with your A-List clients on a regular basis for lunch or coffee.